Tags added to organize prospects and objects

You can now tag objects in Pardot to more easily sort them or find them later.

Ways to tag prospects

Manually by editing a Prospect

In mass by using the multi-checkbox on Prospect tables

Via Automation Rules

Through a Completion Action on a Form, File, etc.

Why does Pardot use Tags instead of folders?

Tags have a many to many relationship with objects (e.g. a prospect could have five different tags), whereas folders are generally one to many. This makes tags a bit more flexible in terms of being able to whittle down a large list of objects in exactly the way you would like.

How are tags different from lists?

Tags can be used for most objects, not only prospects.

Lists are generally used for taking action (e.g. sending list or drip marketing emails) whereas tags are lighter weight and used for organizing things. By using tags, instead of lists, to organize prospects, you can keep your list drop downs (e.g. when sending emails) much shorter.

Tags will be available for reporting (both via GoodData and the native Pardot reports) in the very near future, allowing you to slice your data in another way.

Managing Tags

Tags are a lightweight object and you can create them “on the fly” when creating or editing most objects (e.g. you do not need to create tags separately). To manage them, you can find a list of your existing Tags under Segmentation.

Whats coming next for Tags?

Myriad applications for reporting

A “chooser” to replace really long drop down menus in the application (e.g. when selecting Files, Email Templates, etc.), which would allow you to whittle down your choices.

Can you tell me what your main use case would be for this feature? It may just be too early in the morning, but I am not sure where we would use this – but since I see so many people are ‘passionate’ about this request…there has to be some good use cases.

Hi Adam – the tags have been very helpful for me for profiling and segmenting our prospects based on their interests, challenges, and what stage they’re most likely at in the buying cycle.

I’m wondering if you guys already have the ability to do this, or can easily implement this since you have all the analytics for it, but I want to be able to create customer profiles using tags based on their actions on our website. For instance, they visited our best practices pages, so we tag them with the interest “strategy” and assume that they’re in the information gathering stage and may likely turn into a prospect in the future if we do our messaging right. At the end of the day, some of our prospects are only concerned with certain aspects of our solution so we want to make sure that we’re sending relevant messages. I want to be able to sort and identify all of the challenges/interests of our prospects by their “behavioral” tags (i.e., they’re interested in “social”, “mobile”, “email”, so send them an email related to emerging technologies integrations rather than an email on “deliverability” which wasn’t marked as one of their tags) However, the only way for us to be able to tag people right now (to my knowledge) is if we manually tag them on the back-end or if they fill out a form/click a re-direct with an associated tag.

Is it possible to tag prospects based on what pages they visited on our website when they’re browsing? For instance, using the analytics, we could automatically tag someone with “social” if they visited our Social-Email Solutions page and stayed for at least 10 seconds, without having to actually click on a re-direct link or fill out a URL.

Currently, I’ve been trying to create as many re-direct URLs across our website so that when people click them it’s automatically profiling what their interests are using tags. This is super helpful for creating highly targeted emails and for the reps to use as talking points without having to drill down into every single page they have ever looked at, because it will automatically take into account their primary interests.

Am I just doing this the hard way, or do you have an easier way to do it? Is it easy for you guys to develop that functionality? That’s very important for us when wanting to create more highly targeted emails more easily (right now it’s so time-consuming managing all of the re-direct URLs).

Any advice would be helpful, keeping in mind that we use a content management system for our website, so we don’t typically create Pardot landing pages.

Thanks! 🙂
Carrie

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